As AI moves from model training to large-scale real-world applications across industries, it is increasingly becoming a key driver of energy management and power dispatch. With AI applications expanding across industries, businesses are facing rising electricity demand and growing pressure to reduce carbon emissions, making power management a critical issue for business operations. In April, Billion Watts President Sam Chen was invited to speak at the ESG Sustainability Summit, where the forum focused on how enterprises can build dispatchable energy capabilities amid the energy transition and growing power uncertainty. The discussion covered energy trends and policies, electricity pricing mechanisms, power resilience, power consumption structure design, and the practical application of energy storage systems in combination with electricity markets.

Energy Transition Enters a New Stage: Building Dispatchable Capabilities

Billion Watts President Sam Chen noted that today’s energy transition is no longer focused only on decarbonization. It is also placing greater emphasis on energy dispatchability and electricity independence. As the share of renewable energy continues to grow, power systems are facing greater uncertainty. For businesses, the ability to manage electricity use — rather than simply consume electricity — is becoming key competitiveness.

Global energy markets are now undergoing major shifts in both demand and supply. On the demand side, the growing need for AI computing power is driving electricity consumption higher. On the supply side, geopolitical tensions are increasing uncertainty in energy supply, prompting countries to strengthen the resilience and dispatching capabilities of their power systems in response to demand fluctuations and the challenges of the net-zero transition. In Taiwan, rising electricity prices, the introduction of carbon fees, and regulations for major electricity users are rapidly changing corporate energy cost structures. At the same time, the government is promoting a range of green electricity policies, gradually creating the foundation for businesses to participate more actively in the energy market.

As Taiwan’s green electricity market continues to mature, the barriers for corporate adoption are also being lowered. In this forum, Huang, Chih-Wen, Director of the National Renewable Energy Certification Center, noted that demand for green electricity continues to rise, driven by growing AI-related electricity needs and decarbonization commitments such as RE100. Taiwan’s green electricity trading market is becoming more mature, while the government is also improving the renewable energy certificate system through regulatory revisions. These include mechanisms to support green electricity certificate transfers for small and medium-sized enterprises, reduce price gaps, and lower losses from surplus power, helping further reduce procurement barriers and expand the overall green electricity market.

Energy Storage Moves from Backup Equipment to Business Strategy

Energy storage is no longer just an equipment investment, but a flexible management tool that can be configured based on industry needs and electricity consumption patterns. With the right system design and application mix, businesses can optimize their power usage in different scenarios, with potential benefits varying significantly depending on the approach. As electricity prices fluctuate and carbon costs are gradually reflected in business operations, energy storage can help companies strengthen energy resilience, control costs, and further support their participation in electricity markets and energy dispatch.

In one practical case, Billion Watts introduced a behind-the-meter energy storage system for a semiconductor manufacturer, where production lines are highly sensitive to power quality. Even a brief voltage fluctuation could lead to product defects or production interruptions. By integrating the energy storage system with an EMS for real-time dispatch, the system can provide backup support during abnormal power conditions while also helping reduce electricity costs through peak and off-peak price management.

In high-energy-consuming manufacturing sites, companies often face pressure from contracted capacity limits and peak loads. By using energy storage for peak shaving, valley filling, and load smoothing, businesses can avoid penalties for exceeding contracted capacity. They can also participate in demand response and ancillary service markets to create additional revenue, transforming energy storage from a cost-control tool into an operational asset.

Energy Storage Moves from Backup Equipment to Business Strategy

As a green energy subsidiary of Billion Electric Group (TSE: 3027), Billion Watts focuses on energy system integration and operational solutions. By integrating the Group’s strengths in power, communications, and energy technologies, Billion Watts provides one-stop solutions covering system design, equipment integration, O&M, and energy management, centered on the Group’s own Billion-branded, MIT energy storage systems.

Since its establishment, Billion Watts has served more than 2,000 solar sites (532MW), and has built a track record of 308MW/817MWh in energy storage EPC and O&M projects. Billion Watts currently manages more than US$500 million in energy storage assets, offering complete solar and energy storage solutions to support long-term corporate energy management and asset operations.

Energy Becomes a New Source of Business Competitiveness

“Electricity is no longer just a cost. It is an asset that can be managed and used to create value,” said Billion Watts President Sam Chen. As energy market mechanisms continue to open up, businesses will move from being passive electricity users to active participants with energy dispatch capabilities.

In the future, companies with strong energy management and dispatch capabilities will not only reduce costs, but also create additional value in the electricity market and build new competitive advantages.

Billion Watts will continue to focus on energy storage applications and integrated energy services, helping businesses move from power management to energy asset management, while further participating in electricity market operations to build a second revenue curve from corporate energy assets.